Mosley Wealth Management
MS icon

Mosley Wealth Management’s Morgan Stanley MS Stock Holding History

Mosley Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$385K Buy
2,116
+173
+9% +$36.8K 0.11% 123
2026
Q2 		$406K Sell
1,943
-8,519
-81% -$1.69M 0.13% 108
2026
Q1 		$1.66M Sell
10,462
-175
-2% -$30.3K 0.75% 30
2025
Q4 		$1.66M Buy
+10,637
New +$1.77M 0.76% 30
2024
Q4 		$1.57M Buy
11,291
+6,009
+114% +$740K 0.97% 26
2024
Q3 		$625K Buy
5,282
+602
+13% +$60.6K 0.43% 51
2024
Q2 		$455K Sell
4,680
-160
-3% -$15.2K 0.39% 60
2024
Q1 		$456K Sell
4,840
-136
-3% -$12K 0.43% 52
2023
Q4 		$464K Buy
+4,976
New +$398K 0.46% 46

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Mosley Wealth Management's MS Position: Q3 2026 in Review

Mosley Wealth Management increased its Morgan Stanley (MS) stake by 8.9% in Q3 2026, buying an estimated $36.8K and bringing the position to 2,116 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #123.

Mosley Wealth Management first reported a position in MS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Mosley Wealth Management held 2,116 shares of Morgan Stanley worth $385K as of Q3 2026.
  • Mosley Wealth Management bought 173 Morgan Stanley shares in Q3 2026, an estimated $36.8K.
  • Morgan Stanley made up 0.11% of Mosley Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Mosley Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
  • Mosley Wealth Management's Morgan Stanley position peaked at $1.66M in Q1 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.